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Vanguard Health Care ETF

928 hedge funds and large institutions have $5.68B invested in Vanguard Health Care ETF in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 308 increasing their positions, 324 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $8.7M | Put options by funds: $3.29M

28% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 46

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

1% more funds holding

Funds holding: 923928 (+5)

0% more capital invested

Capital invested by funds: $5.66B → $5.68B (+$24.2M)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 324

3.46% less ownership

Funds ownership: 38.38%34.92% (-3.5%)

Holders
928
Holders Change
+5
Holders Change %
+0.54%
% of All Funds
14.73%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.65%
New
59
Increased
308
Reduced
324
Closed
46
Calls
$8.7M
Puts
$3.29M
Net Calls
+$5.41M
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
376
Cerity Partners
New York
$923K -$27.5M -112,696 -97%
IFG
377
Independent Financial Group
California
$919K -$1.46K -6 -0.2%
LFAS
378
Level Four Advisory Services
Texas
$916K +$12.9K +53 +1%
VFA
379
Valeo Financial Advisors
Indiana
$911K +$642K +2,632 +212%
CAI
380
Capital Advisors Inc
Oklahoma
$904K +$46.6K +191 +5%
CCA
381
Checchi Capital Advisers
California
$900K -$1.95K -8 -0.2%
BAM
382
Bellevue Asset Management
Washington
$898K -$1.95K -8 -0.2%
SWM
383
SeaCrest Wealth Management
New York
$896K -$116K -477 -11%
BMD
384
Better Money Decisions
New Mexico
$877K -$114K -466 -11%
IC
385
Inscription Capital
Texas
$874K -$57.3K -235 -6%
BWM
386
BigSur Wealth Management
Florida
$873K
SWM
387
Shelton Wealth Management
Texas
$873K -$16.6K -68 -2%
LL
388
LPWM LLC
Minnesota
$864K -$34.1K -140 -4%
WP
389
Wealthspan Partners
Iowa
$862K -$132K -543 -13%
PA
390
Pinnacle Associates
New York
$862K +$132K +540 +17%
BLC
391
Brown, Lisle/Cummings
Rhode Island
$856K +$149K +610 +20%
LIM
392
Leavell Investment Management
Alabama
$848K -$34.1K -140 -4%
BWM
393
BCS Wealth Management
Tennessee
$842K
RPGK
394
Retirement Planning Group (Kansas)
Kansas
$841K +$75.1K +308 +9%
BAM
395
Belpointe Asset Management
Nevada
$831K +$493K +2,021 +133%
GCA
396
Gradient Capital Advisors
California
$827K +$1.71K +7 +0.2%
VCA
397
Verdence Capital Advisors
Maryland
$822K +$325K +1,332 +61%
CRWM
398
Castle Rock Wealth Management
California
$818K +$50.7K +208 +6%
MPCG
399
Matrix Private Capital Group
New York
$813K +$176K +720 +26%
PI
400
PFG Investments
New York
$807K +$39K +160 +5%